BETFX Mutual Fund

BETFX Mutual Fund (Morningstar Balanced ETF Asset Allocation Portfolio) is managed by ALPS Variable Investment Trust with $130.1M in net assets. BETFX expense ratio is 0.84%, holding 19 positions across sectors including Financials. Inception date: 2007-04-30.

BETFX performance shows a YTD return of 6.55%. The 1-year return is 14.36% and the 5-year return is 6.34%. BETFX dividend yield stands at 12.84%, paid annually.

BETFX top holdings include Vanguard Total Bond Market ETF (17.5%), Vanguard Total Stock Market ETF (16.2%), Ishares Core S&p 500 ETF (13.2%), Eaton Vance Total Return Bond ETF - Class USD INC (9.2%), Vanguard Ftse Developed Markets ETF (7.4%). Go to all BETFX holdings, BETFX sectors, or BETFX dividends.

BETFX can be compared against other funds. Use BETFX overlap to find shared positions, or BETFX vs another fund for a side-by-side view. BETFX alternatives are available via the screener, along with tax-loss harvesting opportunities.